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    Shanghai HiSilicon expands DDI push across all display sizes
    Oct 13, 18:14
    Applied Materials CEO outlines a trio of innovation priorities for AI chip race
    Oct 13, 18:13
    China’s domestic AI chips target 3D packaging, optical interconnects and software ecosystems
    Oct 13, 18:13
    AI accelerator growth shifts toward value, not volume
    Oct 13, 18:13
    Analysis: China’s EV exports shift from volume to value as rebates shrink
    Oct 13, 18:13
    NEWS TAGGED GROWTH
    Wednesday 14 October 2026
    Hybrid Copper Bonding - A Manufacturing Lever for The AI Era

    The current growth cycle of the semiconductor industry is driven by the demand for logic and memory tied to artificial intelligence (AI), cloud infrastructure, and advanced...

    Tuesday 13 October 2026
    Charts: ASE tops NT$200B revenue in 3Q26 on AI OSAT demand
    ASE reported September revenue of NT$88.13 billion (US$2.7 billion), up 7.15% month-over-month and 45.52% year-over-year, marking a record high for the third consecutive month. Third-quarter...
    Tuesday 13 October 2026
    AMEC chairman warns of AI bubble risk, sees consolidation ahead for China's chip equipment industry
    Advanced Micro-Fabrication Equipment (AMEC) chairman and general manager Gerald Yin has warned of a potential AI investment bubble, cautioning that surging demand for chipmaking equipment...
    Tuesday 13 October 2026
    AI demand squeezes capacitor, resistor capacity as Taiwan suppliers eye price hikes
    Rising capital expenditures by global cloud service providers (CSPs) are accelerating orders for AI computing infrastructure, boosting both the specifications and volumes of passive...
    Tuesday 13 October 2026
    Taiwan seeks new grid, renewable energy solutions as AI computing hubs hit power constraints
    As the global AI industry and AI data centers (AIDCs) experience explosive growth, developing compute hubs presents severe power supply challenges alongside stringent international...
    Tuesday 13 October 2026
    Taiwan optical suppliers post record sales as Lumentum warns of shortages
    Taiwanese optical networking suppliers reported strong September and third-quarter 2026 revenue growth, with EZconn and LuxNet posting record monthly sales as demand for high-speed...
    Tuesday 13 October 2026
    Malaysian states team up to back homegrown chip firms
    The Selangor state government has committed MYR50 million (US$12.24 million) to the National Strategic Investment Fund, joining Khazanah Nasional Bhd and the Penang government in a...
    Tuesday 13 October 2026
    AI server tracker: Taiwan's CCL, PCB and IC substrate suppliers see widening growth gap despite AI boom

    Taiwan's copper-clad laminate (CCL), printed circuit board (PCB) and IC substrate suppliers are seeing uneven returns from AI infrastructure spending...

    Tuesday 13 October 2026
    AI server tracker: Supply, not demand, caps BMC growth as Aspeed's 2027 orders top this year's revenue
    Taiwan-based server management chip supplier Aspeed Technology reported consolidated revenue of NT$1.636 billion (approx. US$51.16 million) for September 2026, up 100.93% year-over-year...
    Tuesday 13 October 2026
    Intel CEO warns AI hardware shortages could last up to 3 years
    Intel CEO Lip-Bu Tan warned in Singapore that demand for AI infrastructure continues to outpace supply, with hardware shortages unlikely to ease significantly over the next 2–3...
    Tuesday 13 October 2026
    Taiwan telecom leaders post stellar September results on iPhone upgrades, AI service growth
    Taiwan's three leading telecom operators reported strong revenue and earnings growth in September 2026, driven by replacement demand following the launch of Apple's iPhone 18 Pro series...
    Tuesday 13 October 2026
    Grenergy sees orders through 1H27 as low-speed EV demand grows
    Grenergy Enterprise reported consolidated revenue of NT$34.83 million (approx. US$1.09 million) for September 2026, up 66% from the previous month and 38% from a year earlier. Growth...
    Tuesday 13 October 2026
    SmartSens targets automotive CIS, robot vision growth with US$478M funding
    Chinese CMOS image sensor (CIS) maker SmartSens completed a CNY3.2 billion (approx. US$478 million) capital increase in September 2026 to expand into automotive electronics and AI...
    Tuesday 13 October 2026
    Microsoft's 2nm Maia 300 completes cloud AI ASIC lineup, setting up 2027 server supply-chain boom
    Microsoft has unveiled its latest in-house AI application-specific integrated circuit (ASIC), Maia 300, and accompanying server rack, with its compute chiplets manufactured using TSMC's...
    Tuesday 13 October 2026
    AI Server tracker: Taiwan's AI server chain grew 55% in September, but the growth narrowed to fewer suppliers
    The AI buildout is still lifting Taiwan's server supply chain faster than almost any other industry, yet September's filings show the lift concentrating into fewer hands. The 49 listed...
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    GlobalExhibition
    BIZ FOCUS
    Oct 13, 16:08
    Chenbro unveils AI rack-level solutions at 2026 OCP Summit
    Thursday 8 October 2026
    Dietary Therapy in Traditional Chinese Medicine and Modern Nutritional Science
    Thursday 8 October 2026
    Edge-Cloud Computing Blocks Scams Before the Click
    Thursday 8 October 2026
    Nuvoton, AMI Empower AI Factories Via Arbel NPCM8XX OpenBMC